Derek Thompson
@DKThomp
folks in and near the labs sometimes say “we’re not prepared for a world where AI *isn’t* a bubble” and I think that’s true inasmuch as predictions like this imply that frontier lab revenue could exceed total global Apple or even Amazon sales by the end of next year
to say that
to say that
Fireside Alpha@firesidealpha · Oct 9SemiAnalysis's Dylan Patel predicts OpenAI and Anthropic could reach $600–700 billion in combined revenue by December 2027--and raises the possibility of $1.5 trillion by year-end
“As far as AI’s impact on the U.S. economy, if AI revenue is only $3 trillion in 2031, then, yeah,
“As far as AI’s impact on the U.S. economy, if AI revenue is only $3 trillion in 2031, then, yeah,
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